If Apple must taketh away, it should giveth back, too…
Tag: Gene Munster
Gene Munster: Apple shares will more than double in three years
Despite a strong start to the year, Apple is ending 2018 on something of a sour note…
Apple outgrew unit sales
In 2014, Apple management surprised many by announcing they were not going to disclose Apple Watch unit sales…
Morgan Stanley: Apple’s services will grow to over $100 billion per year in 2023
Katy Huberty from Morgan Stanley has taken a deep-dive into Apple’s services market segment…
Apple rams their message home: Think ‘Apple as a Service’
Apple reported its results for the Sept. 2018 quarter essentially in line with expectations…
Now would be the time for Apple to buy Tesla, and kick Elon Musk out of the driver’s seat
Elon Musk has put an end to his idea to take Tesla private, but still has a tough road ahead…
Apple + Tesla is a fairy tale with a twist
Apple and Tesla are single product visionaries. Single product visionaries create world-class consumer products…
Could Apple make a play for Tesla?
Once every decade, there’s a seismic shift in technology…
Gene Munster: Apple is in a ‘paradigm shift’ that will make it worth even more than $1 trillion
Apple’s hardware is actually performing like a subscription…
The Street is underestimating the timing and impact of Apple going net cash neutral
We expect Apple to return $300B to shareholders and to be net cash neutral by the end of…
Apple’s original content is further along than you think with 16 new shows in the works
At the helm of tApple’s content efforts are Jamie Erlicht and Zack Van Amburg…
Apple: Where the modern corporation is going
As Apple approaches a market cap of $1 trillion with a return on shareholder’s equity of 36.1 percent in 2017…
Apple as a service: Services offer growth, visibility, and profitability
Apple Services is the 2nd of 4 pillars to our Apple as a Service thesis…
AAPL’s paradigm shift
About every 10 years, there is a new paradigm that drives Apple….
Stocks trade higher after U.S. Federal Reserve keeps interest rates unchanged
Stocks rose on Wednesday, May 2, after the Federal Reserve decided to keep interest rates unchanged…
So, how did the Apple analysts perform in Q218?
The Wall Street bears blew it…
Apple has an iPhone design problem it’s getting harder to solve
Apple made waves in 2016 when it decided to get rid of the iPhone’s headphone jack…
Smart speaker penetration hits 20% of U.S. Wi-Fi households
In just three months, that’s more than a 50 percent increase to an astounding 18.7 million U.S. home…
Apple owns a two-year lead over Android imitators in 3D sensing race
Most Android phones will have to wait until 2019 to duplicate the 3D sensing feature behind Apple’s TrueDepth system…
Apple Pay users more than double globally, but only 16% of iPhone users have activated Apple Pay
We completed our annual Apple Pay review and found year over year growth has been impressive…
Gene Munster ups Siri’s exam grade from ‘D+’ to ‘C’
In our latest 800 question test of AI assistant Siri, she was able to understand…
Smart speaker owners use their smartphones less – Accenture survey
64 percent said they used phones less for entertainment services…
Apple iPhone X availability: U.S. in-store 96%, online 3 days – Gene Muntser
In the final week of December, average iPhone X supply dramatically increased for the fourth consecutive week…
Missing Christmas: HomePod delay coupled with new competition amplifies Apple’s smart speaker challenge
Apple’s HomePod is set to arrive sometime in ‘early 2018’ after missing its promised December ship date…
Apple’s HomePod likely a no-show at CES, but could win anyway
Apple was planning to make a big splash in the smart speaker world this month, but…
Finisar deal helps Apple block Android rivals’ path to AR features
Apple Inc’s million deal with chip supplier Finisar Corp announced on Wednesday helps lock in…
Friday’s iPhone X preorders will be crucial for Apple
The most important date for Apple Inc.’s iPhone X may be a week before the flagship smartphone actually reaches stores…
Google’s new smart speakers take aim at Amazon’s dominance, pressures Apple ahead of HomePod launch
Alphabet Inc.’s Google recently unveiled a suite of upgraded devices, including Google Home Mini and Max…
U.S. Senate panel approves self-driving car legislation
A U.S. Senate panel on Wednesday unanimously gave the green light to a bill aimed at speeding the use of self-driving cars…
Ahead of Apple’s HomePod, Amazon announces smaller, cloth-covered $99 Echo
Amazon introduced a second-generation version of the Echo today…
The case for Apple to finally just make a TV
If you’ve been following tech for a while, you know that rumors about Apple building a TV…
Survey suggests higher demand for iPhone 8 and X
Survey suggests better than expected demand for iPhone X and iPhone 8…
Little change in iPhone 8, iPhone 8 Plus, and Apple Watch Series 3 lead times over the weekend
Friday morning (Sep 15) Apple started taking pre-orders for the iPhone 8 and 8 Plus…
What Apple’s iPhone X will cost around the world
If you want to buy Apple’s highly-anticipated iPhone X in the U.S…
Why Apple’s HomePod will crush the Amazon Echo and Google Home
Apple is late to the smart speaker market — but it can still win…
New Apple SUVs with humungous autonomous driving LIDAR system spotted
Apple has had several Lexus SUVs equipped with sensors and cameras out on the road to test its self-driving software platform…
Apple’s HomePod is uniquely positioned to win the smart speaker market
In December, Apple will ship HomePod, a smart speaker with a unique focus on music…
Apple scales back its ambitions for a self-driving car
As new employees were brought into Apple’s secret effort to create a self-driving car a few years ago…
Forget fingerprints, the next-gen iPhone might let you Apple Pay with your face
It looks increasingly like Apple might ditch Touch ID in the forthcoming iPhone…
Gene Munster: Massive 3D laser order confirms Apple’s big bet on iPhone augmented reality
Following encouraging comments from Apple’s leading VCESL laser supplier, Lumentum…
Loup Ventures’ Gene Munster: Apple should buy Tesla
Gene Munster, managing partner at Loup Ventures, makes the case that Apple Inc…
Apple might have to make its own vehicles to succeed in autonomous driving
Apple has revealed that it’s working on self-driving car technology…
